EPIMS
AVEM icon

Evelyn Partners Investment Management Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
29,325
+83
+0.3% +$6.89K 0.28% 66
2025
Q4 		$2.25M Buy
+29,242
New +$2.24M 0.28% 63

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Evelyn Partners Investment Management Services's AVEM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.28% in Q1 2026, buying an estimated $6.89K and bringing the position to 29,325 shares worth $2.36M. The position accounts for 0.28% of the portfolio, ranked #66.

Evelyn Partners Investment Management Services first reported a position in AVEM in Q4 2025 and has held it in 2 quarters since. 915 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Evelyn Partners Investment Management Services held 29,325 shares of Avantis Emerging Markets Equity ETF worth $2.36M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 83 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $6.89K.
  • Avantis Emerging Markets Equity ETF made up 0.28% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #66 holding.
  • Evelyn Partners Investment Management Services first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 915 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.